Building a Balanced Business

Here's an exercise to help you illustrate areas of your practice that need your attention

Most advisers and insurance agents struggle with building balance in their business. They excel at only a few business facets such as client servicing or portfolio management at the expense of other business facets such as prospecting and sales.

Balance in your business is not something you magically find but something that you strategically create. How do you know if your business is balanced? How do you know if you have a challenge you might not be aware of?

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